JPMorgan Tracks Lower Delivery Lead Times for iPhone 18 Pro and Pro Max

JPMorgan analysts have tracked delivery lead times for Apple's iPhone 18 Pro and Pro Max, finding they are lower than last year's iPhone 17 launch. The firm analyzed data from the US, China, Germany, and the UK during the first week of pre-orders, which began on September 12.

The average delivery-at-home timing for the iPhone 18 Pro was 7 days globally, while the Pro Max averaged 19 days. In comparison, last year's models had lead times of 15 and 24 days respectively. This shortfall is more notable in the Pro SKU rather than the Pro Max SKU.

In the US, which accounts for about 34% of iPhone shipments, lead times for the 18 Pro and Pro Max came in at 2 and 22 days, versus 4 and 21 days a year ago. China showed the largest year-over-year shift, with lead times tracking at 13 and 21 days respectively, compared to 30 days each for both iPhone 17 models last year.

JPMorgan expects Apple's foldable phone, called Duo, to gain strong traction in China given that Chinese consumers 'are already primed for adoption of the foldable form factor' following several years of foldable offerings from domestic manufacturers. Despite the shorter lead times, the analysts cautioned against reading too much into the data at this early stage.